Enhanced Password Reset: Faster Logins, Stronger Security
July 13, 2025
As part of our mission to empower brokers with the most advanced back-office solutions in the forex and CFD industry, Panda Trading Systems is proud to introduce PandaSign—our fully integrated eSignature feature designed to simplify document workflows, accelerate onboarding, and enhance compliance management.
What is PandaSign?
PandaSign is PandaTS’s native electronic signature solution, built directly into the CRM to give brokers complete control over the document signing process. It allows administrative teams to create dynamic, data-driven documents and send them to clients for secure, real-time signing—without ever leaving the CRM environment. Once signed, documents are automatically converted into tamper-proof PDFs and routed to the verification system, ensuring a fast, auditable, and regulation-ready workflow.
With PandaSign, brokers can generate smart documents directly from within the CRM. These documents are dynamically populated with client data and include customizable fields for user input. Clients sign digitally—via typed or drawn signature—within their personalized client portal. Once completed, the document is instantly converted into a tamper-proof PDF and uploaded to the CRM’s verification system for immediate compliance review.
This seamless process removes the need for third-party e-signature tools and offers a broker-focused solution tailored for regulated trading environments.
Key Benefits for Brokers
Simplify Client Onboarding
Replace outdated, manual procedures with a fast, automated signing flow that moves clients from registration to activation with minimal friction. PandaSign allows teams to prepare and send pre-filled documents instantly, eliminating delays and reducing back-and-forth communication.
Improve Client Experience and Accessibility
Deliver a seamless, intuitive signing experience that works flawlessly across all devices. Clients can review and sign documents anytime, anywhere, without the need for external apps or software—making the process faster, easier, and more user-friendly.
Enhance Compliance and Audit Readiness
Strengthen your compliance framework with automated recordkeeping and secure digital audit trails. Every signed document is time-stamped, tamper-proof, and automatically stored in the CRM’s verification system—ensuring you meet regulatory standards while minimizing human error and oversight.
Use Cases
- Client Onboarding: Speed up account opening with instant agreement and KYC form signing.
- IB & Partner Agreements: Digitize contract workflows for introducing brokers and affiliates.
- Ongoing Compliance: Collect regulatory updates or policy acknowledgments without delays.
- Sales & Retention: Send documents tied to promotions, reactivations, or account changes.
Why PandaSign Matters
In an industry where speed, accuracy, and trust are essential, PandaSign equips your brokerage with a secure and fully integrated way to manage signed documentation. By centralizing document workflows inside your existing CRM, you remove friction, increase operational visibility, and maintain audit-ready records—without the need for external platforms or plugins.
Whether you’re onboarding a new client or renewing a partner agreement, PandaSign turns what used to be a manual process into a digital, efficient, and broker-friendly experience.